15 Stocks for the Small-Cap Value Crowd

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According to Jonathan Heller, "All of the FADS CAN companies are top-notch; some, such as Apple and Deckers, don't appear to be expensive. But I felt compelled to come up with my own portfolio oriented toward the small-cap value crowd.

"Today, I bring you that portfolio: JIMS CRAB FEST. This portfolio comprises 15 names (yes, there are 12 letters in JIMS CRAB FEST and 15 names in the portfolio; the "I", "C" and "T" each represent two companies). All of the names in this portfolio are trading at less than 2 times net current asset value (NCAV) and average about 1.5 times NCAV. Their market caps range from $200 million to $3 billion, and price-to-book-value per share averages less than 1.1. Many of them hold a lot of cash; the average cash/market cap ratio is about 0.24, so there's a lot of cash. Most also have little if any debt. Nine of the names are members of the S&P 600 SmallCap index, while two are members of the S&P 400 MidCap Index. All but four are currently profitable on a trailing 12-month basis." Read more here.